Focus Financial Retirement Specialists believes that financial confidence is achieved using solid strategies, objectivity and a large variety of investments and tools that best address YOUR unique needs and goals. By using LPL Financial as our broker/dealer we offer our clients a complete array of financial services. We offer impartial research, dynamic technology and non-proprietary products to help you pursue your goals.

 

RETIREMENT PLANS

• Traditional and Roth IRAs
• Simplified Employee Pension Plans (SEP's)
• SIMPLE retirement plans
• 401(k), 403(b), 457 and Profit Sharing Plans
• Retirement Planning
• Financial Planning
• Roth IRA Conversions

INVESTMENTS

• Mutual Funds and ETF's
• Stocks and Bonds
• Annuities
• Real Estate Investment Trusts (REITS)
• Unit Investment Trusts

INSURANCE

• Life Insurance
• Long-Term Care